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cover of episode Microsoft Volume II

Microsoft Volume II

2024/7/22
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Acquired

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D
David
波士顿大学电气和计算机工程系教授,专注于澄清5G技术与COVID-19之间的误信息。
G
Gil Gilbert
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这段播客探讨了微软在1995年到2014年间的发展历程,期间微软经历了互联网的兴起、浏览器大战、反垄断诉讼以及向企业软件和云计算的转型。尽管微软在一些消费类产品和市场时机上犯了一些错误,但它最终成功地将年收入从60亿美元提高到800亿美元,并在企业软件市场占据主导地位。 播客详细分析了微软在浏览器大战中的策略,包括与网景的竞争以及Internet Explorer的捆绑销售。同时,播客也探讨了微软与美国司法部之间的反垄断诉讼,以及这场诉讼对微软公司文化和战略的影响。此外,播客还涵盖了微软在Xbox游戏机、搜索引擎Bing以及移动操作系统Windows Phone等方面的尝试,以及最终转向云计算(Azure)的战略决策。

Deep Dive

Chapters
Microsoft initially missed the internet wave, focusing on proprietary online services and interactive TV. A memo by James Allard alerted Bill Gates to the exponential growth of Mosaic, leading to Microsoft's embrace and extend strategy.
  • Microsoft initially pursued interactive TV and proprietary online services, missing the rise of the internet.
  • James Allard's memo alerted Microsoft to the potential of Mosaic and the internet.
  • Netscape's IPO and rapid growth signaled a shift in the tech landscape, forcing Microsoft to react.

Shownotes Transcript

In 1999, Microsoft became the most valuable company in the world. And in 2019, Microsoft became the most valuable company in the world, again. But… what happened in the twenty years in between? The answer, as we discovered in our research, is probably not what you think.

In this episode we explore and analyze the browser wars and the DOJ case, Windows XP through 8, Surface, Xbox, search, Yahoo!, Bing, the iPhone, Nokia, mobile, social, Facebook… and oh yeah, a little thing called Azure and the enterprise — which ended up becoming so big that no failures mattered. Tune in for Microsoft, Volume II.

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‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.